DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,919,232 | -9.4% | 529,273 | -6.2% | 1.00% | -14.1% |
| Q2 2023 | $13,156,984 | +1.3% | 564,435 | +0.3% | 1.17% | -3.9% |
| Q1 2023 | $12,982,927 | +92226.3% | 563,006 | -13.5% | 1.21% | -13.3% |
| Q4 2022 | $14,062 | -99.9% | 651,026 | -3.2% | 1.40% | +21.1% |
| Q3 2022 | $12,708,000 | -2.5% | 672,775 | +10.7% | 1.16% | -16.5% |
| Q2 2022 | $13,028,000 | +2.6% | 607,685 | +24.9% | 1.38% | +11.8% |
| Q4 2021 | $12,702,000 | +1.8% | 486,484 | +0.9% | 1.24% | -8.0% |
| Q3 2021 | $12,481,000 | – | 482,298 | – | 1.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 3,529,524 | $75,673,000 | 37.76% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,495,524 | $96,384,000 | 27.97% |
| Planning Center, Inc. | 1,367,635 | $28,570,000 | 22.51% |
| BAKER BOYER NATIONAL BANK | 1,727,919 | $37,029,000 | 18.78% |
| ShankerValleau Wealth Advisors, Inc. | 1,299,491 | $27,861,000 | 18.13% |
| Morton Capital Management LLC/CA | 1,813,824 | $38,888,385 | 16.94% |
| VANCE WEALTH, INC. | 933,746 | $20,020,000 | 15.48% |
| Greenspring Advisors, LLC | 2,145,127 | $45,991,000 | 13.52% |
| Shearwater Capital LLC | 557,434 | $12,057,000 | 12.99% |
| New Capital Management LP | 978,426 | $20,801,000 | 11.46% |